Add label to a lead depending on a choices from a Pipedrive Webform

Aissax
Aissax Member Posts: 4 NEW MEMBER
Photogenic First Comment
edited March 11 in Sales CRM #1

Hello community !

I was wondering if it was possible to :

  1. automatically add a label to a newly created lead coming from a Pipedrive Webform
  2. the label should be based on the status of a field of the Webform

I can't see how to do it using Automations…

Many thanks for the support !

Aissa

Best Answers

  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 229 PIPEDRIVE TEAM
    Third Anniversary 25 Answers 100 Comments 25 Likes
    #2 Answer ✓

    Hello @Aissax,

    We can indeed use automations to update Lead labels when a new Lead is created from Webforms. For this you can set up an automation similar to following:

    Here, we are making use of the default Lead course field to identify Leads created from Webforms, and based on a custom field, we are applying the label.

    As for the second point of your question, please note that each option in the webform would need a separate automation setup in order for this to work. Since the trigger will be the same, you can duplicate the automation and simply edit the condition and action step.

  • Aissax
    Aissax Member Posts: 4 NEW MEMBER
    Photogenic First Comment
    #3 Answer ✓

    Hello Tony,

    Many thanks for the support ! It works !